Recent Blog Articles


What's the Difference Between CE and CPE Options?

While CE and CPE courses seem interchangeable, there are differences in how many you need, who reports them and where, and more. S...

Canopy Innovation Summit 2020
Canopy Features and News

Canopy Innovation Summit 2020 Recap

The agenda of our inaugural Innovation Summit included topics such as the importance of adapting to change, how firms can practice...

an accounting professional uses workflow management software on her laptop
Practice Management

Why Every Accounting Firm Needs a Workflow Management Software

As your accounting firm continues to grow, automating processes becomes even more crucial. Learn how a workflow management softwar...

Tax Preparation and Planning

An Introduction to Client Accounting Services

Offering client accounting services (CAS) has become increasingly common in the past few years but still remains an often misunder...

Practice Management

How Clients Experience a Modern Accounting Firm

Implementing modern accounting practice management software makes a huge difference in how clients experience an accounting firm. ...

Canopy Features and News

How Canopy Can Help You Manage Your Firm

From workflow to resource management features, Canopy can help you manage your accounting firm. 

Practice Management

Why Accountants Should Be Using the Cloud

If your accounting firm isn’t already taking advantage of cloud computing technology, there’s no better time to start. Learn how i...

Practice Management

How to Gather and Manage Client Data More Efficiently

Software helps make gathering and managing client data more efficient than ever. Here are 4 tools you can start using in your firm...

Canopy Features and News

Product Update September 2020

We are excited to announce the release of a new productivity dashboard, added functionality to our mobile apps, and updates to our...

How to Handle a Trust Fund Recovery Penalty Case
Tax Resolution

How to Handle a Trust Fund Recovery Penalty Case in 6 Steps with Canopy

Canopy makes negotiating a trust fund recovery penalty case for your client simple. Learn how to handle a case with Canopy in 6 st...

How Canopy Can Help Manage Clients in Accounting Firm
Canopy Features and News

How Canopy Can Help You Manage Clients in Your Accounting Firm

Canopy can help you improve client management in your accounting firm. Find out how!

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